We are live on ! Find out more
HUBS icon

HubSpot

575 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 217 increasing their positions, 193 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 66

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 193

10% more capital invested

Capital invested by funds: $12B → $13.1B (+$1.15B)

1% more funds holding

Funds holding: 567575 (+8)

0.36% more ownership

Funds ownership: 93%93.37% (+0.36%)

27% less call options, than puts

Call options by funds: $262M | Put options by funds: $358M

Holders
575
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
9.24%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
82
Increased
217
Reduced
193
Closed
66
Calls
$262M
Puts
$358M
Net Calls
-$96.6M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
501
Harbor Investment Advisory
Maryland
$8.1K -$65.8K -232 -89%
HFS
502
Hantz Financial Services
Michigan
$8K
MCC
503
Money Concepts Capital
Florida
$7.52K +$5.1K +18 +225%
GWSA
504
Global Wealth Strategies & Associates
Colorado
$7.23K +$7.09K +25 New
ZB
505
Zions Bancorporation
Utah
$6.65K -$2.27K -8 -26%
CT
506
Colonial Trust
South Carolina
$6.42K +$6.24K +22 New
QL
507
Quarry LP
New York
$6.07K +$5.95K +21 New
RBC
508
Romano Brothers & Co
Illinois
$6.07K +$5.95K +21 New
BG
509
Bollard Group
Massachusetts
$6K
SA
510
SRH Advisors
Kansas
$6K
JMF
511
Johnson Midwest Financial
Iowa
$6K +$5.67K +20 New
BWA
512
BDO Wealth Advisors
Florida
$5.78K
BWM
513
BerganKDV Wealth Management
Minnesota
$5.78K
CSPIA
514
Cary Street Partners Investment Advisory
Virginia
$5.49K +$5.39K +19 New
MWM
515
MinichMacGregor Wealth Management
New York
$5.2K +$5.1K +18 New
CAL
516
Capital Advisors Ltd
Ohio
$5K +$283 +1 +7%
GBT
517
Grove Bank & Trust
Florida
$5K +$4.82K +17 New
Optiver Holding
518
Optiver Holding
Netherlands
$5K +$5.1K +18 New
CPG
519
Cornerstone Planning Group
New Jersey
$4.68K +$4.25K +15 New
CHA
520
Carmichael Hill & Associates
Maryland
$4.34K
AP
521
Arlington Partners
Alabama
$4.05K -$6.24K -22 -61%
WBC
522
West Branch Capital
Massachusetts
$3.76K
PWMG
523
Prestige Wealth Management Group
New Jersey
$3.76K +$2.27K +8 +160%
RDIA
524
RE Dickinson Investment Advisors
Iowa
$3K
PFBT
525
Parkside Financial Bank & Trust
Missouri
$2.89K -$283 -1 -9%

HUBS Hedge Fund Activity: Q4 2022 in Review

575 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2022, worth a combined $13.1B — up 9.7% from $12B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HUBS positions and 66 closed out — a net gain of 16 holders — while 217 added to existing stakes and 193 trimmed.

The largest buyer was BlackRock, adding an estimated $129M. The largest seller was T. Rowe Price Associates, cutting an estimated $191M.

  • 575 institutional investors held HubSpot (HUBS) as of Q4 2022, up from 567 in Q3 2022.
  • Funds reported $13.1B of HubSpot stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 82 funds opened new HubSpot positions in Q4 2022 and 66 closed out, a net change of +16 holders.
  • The largest HubSpot buyer in Q4 2022 was BlackRock, an estimated $129M added.
  • The largest HubSpot seller in Q4 2022 was T. Rowe Price Associates, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2022.